<?xml version="1.0" encoding="UTF-8"?>
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<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
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<alerts>
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<fullName>ActionEmailCCAgency</fullName>
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<ccEmails>Zhao_Prectech@olympus.com.cn</ccEmails>
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<ccEmails>SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>担当：处理意见后批准，发邮件 发助理</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/DealerFenApproval</template>
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</alerts>
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<alerts>
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<fullName>ActionEmailCCDenyAgency</fullName>
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<description>担当：拒绝 增加驳回原因，发邮件 发助理</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/RejectedFenByDistributor</template>
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</alerts>
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<alerts>
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<fullName>ActionEmailHPccZL</fullName>
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<ccEmails>Zhao_Prectech@olympus.com.cn</ccEmails>
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<ccEmails>SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>医院部拒签分签收 邮件通知营业管理部担当+助理</description>
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<protected>false</protected>
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<recipients>
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<field>RC_Manager__c</field>
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<type>userLookup</type>
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</recipients>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/HPPartOfTheDealerSignIn</template>
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</alerts>
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<alerts>
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<fullName>AgencyCCSalesAssistantName</fullName>
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<description>经销商确认cc营业管理和担当</description>
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<protected>false</protected>
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<recipients>
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<field>RC_Manager__c</field>
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<type>userLookup</type>
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</recipients>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderAddress>lu_liu@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>eSignFormFolder/PartOfTheDealerSignIn</template>
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</alerts>
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<alerts>
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<fullName>DenyHPToAssistant</fullName>
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<description>驳回医院邮件发助理</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/RejectedFenByHPDistributor</template>
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</alerts>
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<alerts>
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<fullName>HPToAssistant2</fullName>
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<ccEmails>Zhao_Prectech@olympus.com.cn</ccEmails>
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<ccEmails>SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>直销：批准医院邮件发助理</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/DealerFenHPApproval</template>
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</alerts>
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<alerts>
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<fullName>denyMailToAgency</fullName>
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<description>驳回时，mail经销商</description>
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<protected>false</protected>
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<recipients>
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<field>AgencyWorkflowEmail__c</field>
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<type>email</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/RejectedEmailFenByDistributor</template>
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</alerts>
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<alerts>
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<fullName>denyMailToHP</fullName>
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<description>驳回后，mail医院</description>
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<protected>false</protected>
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<recipients>
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<field>HPWorkflowEmail__c</field>
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<type>email</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/RejectedEmailFenHPByDistributor</template>
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</alerts>
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<alerts>
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<fullName>sendEmailToAgency</fullName>
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<ccEmails>Zhao_Prectech@olympus.com.cn</ccEmails>
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<ccEmails>SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>填写处理意见后mail经销商</description>
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<protected>false</protected>
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<recipients>
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<field>AgencyWorkflowEmail__c</field>
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<type>email</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/DealerEmailApproval</template>
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</alerts>
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<alerts>
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<fullName>sendEmailToHP</fullName>
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<ccEmails>Zhao_Prectech@olympus.com.cn</ccEmails>
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<ccEmails>SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>直销：填写处理意见后mail医院</description>
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<protected>false</protected>
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<recipients>
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<field>HPWorkflowEmail__c</field>
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<type>email</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/DealerEmailApprovalHP</template>
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</alerts>
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<alerts>
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<fullName>sevenDayToAgency</fullName>
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<ccEmails>SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>7天提醒经销商</description>
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<protected>false</protected>
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<recipients>
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<field>AgencyWorkflowEmail__c</field>
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<type>email</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/DealerFenApprovalSeven</template>
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</alerts>
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<alerts>
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<fullName>sevenDayToHP</fullName>
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<ccEmails>Zhao_Prectech@olympus.com.cn,SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>7天提醒医院(直销)</description>
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<protected>false</protected>
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<recipients>
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<field>HPWorkflowEmail__c</field>
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<type>email</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/DealerFenApprovalSeven</template>
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</alerts>
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<alerts>
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<fullName>sevenDayToZhuLi</fullName>
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<ccEmails>SFDC_Wangqingli@olympus.com.cn</ccEmails>
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<description>7天提醒助理</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>eSignFormFolder/DealerFenApprovalSevenToZhuLi</template>
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</alerts>
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<fieldUpdates>
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<fullName>Set_Operator_Agency_Pass</fullName>
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<field>Operator_Agency_Pass__c</field>
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<formula>$User.Alias</formula>
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<name>设置经销商批准操作人</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Set_Operator_Agency_Reject</fullName>
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<field>Operator_Agency_Reject__c</field>
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<formula>$User.Alias</formula>
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<name>设置经销商驳回操作人</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Set_Operator_Hospital_Pass</fullName>
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<field>Operator_Hospital_Pass__c</field>
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<formula>$User.Alias</formula>
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<name>设置医院批准操作人</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>Set_Operator_Hospital_Reject</fullName>
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<field>Operator_Hospital_Reject__c</field>
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<formula>$User.Alias</formula>
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<name>设置医院驳回操作人</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateAgencyConfirmDate0916</fullName>
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<field>agencyConfirmDate__c</field>
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<formula>if(agencyAcceptResult__c ='全部验收',today(),null)</formula>
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<name>更新经销商确认日</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateAgencyConfirmDateTen</fullName>
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<field>agencyConfirmDate__c</field>
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<formula>today()</formula>
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<name>更新经销商确认日</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateAgencyReject</fullName>
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<description>只有驳回时候赋值为true，不清除</description>
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<field>agencyReject__c</field>
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<literalValue>1</literalValue>
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<name>更新经销商驳回</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateAgencyRejectDate</fullName>
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<description>更新签收单驳回日期</description>
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<field>agencyRejectDate__c</field>
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<formula>NOW()</formula>
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<name>更新经销商驳回日期</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateHPAutoConfirm</fullName>
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<field>HPAutoConfirm__c</field>
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<literalValue>1</literalValue>
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<name>更新医院自动确认</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateHPConfirmDate</fullName>
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<field>HPConfirmDate__c</field>
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<formula>today()</formula>
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<name>更新医院确认日</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateHPDate1</fullName>
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<field>salesHPManageFBDate__c</field>
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<formula>today()</formula>
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<name>更新营业管理课反馈日-医院</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateHPDate2</fullName>
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<field>salesHPManageConfirmDate__c</field>
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<formula>today()</formula>
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<name>更新营业管理课确认日-医院</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateHPReject</fullName>
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<description>医院驳回的时候置成true，其他时候不赋值</description>
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<field>HPReject__c</field>
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<literalValue>1</literalValue>
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<name>更新医院驳回</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdateHPRejectDate</fullName>
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<description>医院驳回的时候记录驳回日期</description>
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<field>HPRejectDate__c</field>
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<formula>NOW()</formula>
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<name>更新医院驳回日期</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdatesalesHPManageConfirmDate3</fullName>
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<field>salesHPManageConfirmDate__c</field>
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<formula>today()</formula>
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<name>更新营业管理课确认日-医院</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdatesalesHPManageFBDate3</fullName>
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<field>salesHPManageFBDate__c</field>
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<formula>if(HPAcceptResult__c=='全部验收',null,today())</formula>
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<name>更新营业管理部反馈日-医院</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdatesalesManageConfirmDate0916</fullName>
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<description>当全部签收的时候，更新营业管理课确认日</description>
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<field>salesManageConfirmDate__c</field>
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<formula>today()</formula>
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<name>更新营业管理课确认日-经销商</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
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<fieldUpdates>
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<fullName>UpdatesalesManageFBDate0916</fullName>
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<field>salesManageFBDate__c</field>
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<formula>if(agencyAcceptResult__c =='全部验收',null,today() )</formula>
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<name>更新营业管理课反馈日-经销商</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>ccAgency</fullName>
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<field>isSendEmail_del__c</field>
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<literalValue>1</literalValue>
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<name>更新发送cc经销商邮件标识</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>ccAgencyIsFalse</fullName>
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<field>isSendEmail_del__c</field>
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<literalValue>0</literalValue>
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<name>是否发送邮件cc经销商置为假</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
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</fieldUpdates>
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<fieldUpdates>
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<fullName>ccHPFalse</fullName>
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<field>isSendHPEmail_del__c</field>
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<literalValue>0</literalValue>
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<name>是否发送邮件cc医院置为假</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Literal</operation>
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<protected>false</protected>
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<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
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<fullName>ccHPMAil</fullName>
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<field>isSendHPEmail_del__c</field>
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<literalValue>1</literalValue>
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<name>更新cc医院邮件标识</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
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<fullName>dealerFormulaFieldAssignmentText</fullName>
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<field>SalesRootFormula__c</field>
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<formula>Sales_Root_Formula__c</formula>
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<name>销售渠道公式字段给文本字段赋值</name>
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<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>deleteAgencyAttachNum</fullName>
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<description>驳回时，将附件更新数置为0</description>
|
<field>agencyAttachNum__c</field>
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<formula>0</formula>
|
<name>经销商附件更新数置0</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>deleteHPAttachNum</fullName>
|
<description>驳回时，将医院附件更新数置为0</description>
|
<field>HPAttachNum__c</field>
|
<formula>0</formula>
|
<name>医院附件更新数置0</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>endDateaddThree</fullName>
|
<field>endConfirmDate__c</field>
|
<formula>ADDMONTHS(today(),12)</formula>
|
<name>最终确认日期+1年</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>hospitalFormulaFieldAssignmentText</fullName>
|
<field>end_User__c</field>
|
<formula>endUser__c</formula>
|
<name>最终用户公式字段给文本字段赋值</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>updateagencyAutoConfirmTen</fullName>
|
<field>agencyAutoConfirm__c</field>
|
<literalValue>1</literalValue>
|
<name>更新经销商自动确认</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<rules>
|
<fullName>公式拷文本%EF%BC%88经销商%E3%80%81医院%EF%BC%89跳过签收用</fullName>
|
<actions>
|
<name>dealerFormulaFieldAssignmentText</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>hospitalFormulaFieldAssignmentText</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>因为公式太长</description>
|
<formula>Isnew()|| ISCHANGED(endUser__c)|| ISCHANGED(Sales_Root_Formula__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>分销%2F协议%EF%BC%9A批准%28经销商%29</fullName>
|
<actions>
|
<name>Set_Operator_Agency_Pass</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateAgencyConfirmDate0916</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdatesalesManageConfirmDate0916</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdatesalesManageFBDate0916</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>endDateaddThree</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>!isblank(agencySignUpDate__c) && ISCHANGED(agencyAutoSignUpStatus__c) && Text(agencyAutoSignUpStatus__c) = '已批准'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>分销%2F协议%EF%BC%9A拒绝%28经销商%29</fullName>
|
<actions>
|
<name>ActionEmailCCDenyAgency</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>denyMailToAgency</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>Set_Operator_Agency_Reject</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateAgencyReject</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateAgencyRejectDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>ccAgencyIsFalse</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>deleteAgencyAttachNum</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>!isblank(agencySignUpDate__c) && ISCHANGED(agencyAutoSignUpStatus__c) &&text(agencyAutoSignUpStatus__c)='不批准'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>分销%EF%BC%9A批准%28医院%29</fullName>
|
<actions>
|
<name>Set_Operator_Hospital_Pass</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateHPConfirmDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateHPDate1</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateHPDate2</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>endDateaddThree</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>2023-03-13 增加医院确认日设置</description>
|
<formula>!isblank(HPSignUpDate__c)&&ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='已批准'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>分销批准后有处理意见才发</fullName>
|
<actions>
|
<name>ActionEmailCCAgency</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>sendEmailToAgency</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAutoSignUpStatus__c</field>
|
<operation>equals</operation>
|
<value>已批准</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesManageFBDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesManageConfirmDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,拒收</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.Name</field>
|
<operation>notEqual</operation>
|
<value>65234372-20201221</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>医院部分签收cc营业助理和担当</fullName>
|
<actions>
|
<name>ActionEmailHPccZL</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>ccHPMAil</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.HPSignUpStatus__c</field>
|
<operation>equals</operation>
|
<value>申请中</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.HPSignUpDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.HPAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,拒收</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.isSendHPEmail_del__c</field>
|
<operation>equals</operation>
|
<value>假</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>医院驳回邮件补发-营业助理</fullName>
|
<actions>
|
<name>DenyHPToAssistant</name>
|
<type>Alert</type>
|
</actions>
|
<active>false</active>
|
<formula>AND($Profile.Id == '00510000005sEEM', RejectHospitalToAssistant__c == true,text(HPSignUpStatus__c)='不批准')</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新最终确认日期</fullName>
|
<actions>
|
<name>endDateaddThree</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<description>可靠性太低，已禁用，字段更新挪到各审批通过时点设置</description>
|
<formula>(skip_Distribution_Sign__c && HPDNSignUpStatus__c == '签收已完成')
|
||(skip_Hospital_Sign__c&& agencyDNSignUpStatus__c == '签收已完成')
|
||(Sales_Root_Formula__c=='販売店' && HPDNSignUpStatus__c == '签收已完成' && agencyDNSignUpStatus__c == '签收已完成')</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>直销%2F分销%3A拒绝%28医院%29</fullName>
|
<actions>
|
<name>DenyHPToAssistant</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>denyMailToHP</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>Set_Operator_Hospital_Reject</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateHPReject</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateHPRejectDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>ccHPFalse</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>deleteHPAttachNum</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>!isblank(HPSignUpDate__c)&& ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='不批准'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>直销%EF%BC%9A批准%28医院%29</fullName>
|
<actions>
|
<name>Set_Operator_Hospital_Pass</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateHPConfirmDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdatesalesHPManageConfirmDate3</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdatesalesHPManageFBDate3</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>endDateaddThree</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>!isblank(HPSignUpDate__c)&&ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='已批准'&&Sales_Root_Formula__c='OCM直接販売'
|
Sales_Root_Formula__c='OCM直接販売' 修改为 跳过经销商签收 = true</description>
|
<formula>!isblank(HPSignUpDate__c)&&ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='已批准'&&skip_Distribution_Sign__c=true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>直销批准后有处理意见发邮件</fullName>
|
<actions>
|
<name>HPToAssistant2</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>sendEmailToHP</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<formula>!isblank(HPSignUpDate__c) && ISCHANGED(HPSignUpStatus__c) && Text(HPSignUpStatus__c) = '已批准'&&(HPAcceptResult__c ='部分验收' || HPAcceptResult__c ='拒收')&&Sales_Root_Formula__c = 'OCM直接販売'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>经销商部分签收cc营业助理和担当</fullName>
|
<actions>
|
<name>AgencyCCSalesAssistantName</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>ccAgency</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAutoSignUpStatus__c</field>
|
<operation>equals</operation>
|
<value>申请中</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,拒收</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.agencySignUpDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.isSendEmail_del__c</field>
|
<operation>equals</operation>
|
<value>假</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>经销商驳回邮件补发-营业助理</fullName>
|
<actions>
|
<name>ActionEmailCCDenyAgency</name>
|
<type>Alert</type>
|
</actions>
|
<active>false</active>
|
<formula>AND($Profile.Id == '00e10000000Y3o5', RejectAgencyToAssistant__c == true, TEXT(agencyAutoSignUpStatus__c) == '不批准' )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>自动确认%28医院%29</fullName>
|
<actions>
|
<name>UpdateHPConfirmDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.HPAutoConfirm__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>自动确认%28经销商%29</fullName>
|
<actions>
|
<name>UpdateAgencyConfirmDateTen</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAutoConfirm__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>部分拒收%28直销医院%297天email提醒-助理1</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.HPConfirmDate__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesHPManageFBDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.HPAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,整单非完好</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.Sales_Root_Formula__c</field>
|
<operation>equals</operation>
|
<value>OCM直接販売</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>sevenDayToZhuLi</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>eSignForm__c.salesHPManageConfirmDate__c</offsetFromField>
|
<timeLength>7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>部分拒收10天自动确认-医院2</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.HPConfirmDate__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesHPManageFBDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.HPAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,拒收</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.Sales_Root_Formula__c</field>
|
<operation>equals</operation>
|
<value>OCM直接販売</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>UpdateHPAutoConfirm</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>UpdateHPConfirmDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>eSignForm__c.salesHPManageConfirmDate__c</offsetFromField>
|
<timeLength>10</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>部分拒收10天自动确认-经销商2</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.agencyConfirmDate__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesManageFBDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,整单非完好</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>UpdateAgencyConfirmDateTen</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>updateagencyAutoConfirmTen</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>eSignForm__c.salesManageFBDate__c</offsetFromField>
|
<timeLength>10</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>部分拒收7天email提醒-助理1</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.agencyConfirmDate__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesManageFBDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,整单非完好</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>sevenDayToZhuLi</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>eSignForm__c.salesManageFBDate__c</offsetFromField>
|
<timeLength>7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>部分拒收7天email提醒-医院2</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.HPConfirmDate__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesHPManageFBDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.HPAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,整单非完好</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.Sales_Root_Formula__c</field>
|
<operation>equals</operation>
|
<value>OCM直接販売</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>sevenDayToHP</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>eSignForm__c.salesHPManageConfirmDate__c</offsetFromField>
|
<timeLength>7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>部分拒收7天email提醒-经销商2</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>eSignForm__c.agencyConfirmDate__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.salesManageFBDate__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>eSignForm__c.agencyAcceptResult__c</field>
|
<operation>equals</operation>
|
<value>部分验收,整单非完好</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>sevenDayToAgency</name>
|
<type>Alert</type>
|
</actions>
|
<offsetFromField>eSignForm__c.salesManageFBDate__c</offsetFromField>
|
<timeLength>7</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
</Workflow>
|
